Custom Reports Deprecation: Cornerstone will be deprecating the legacy reporting solution "Custom Reports" with the February ’21 Release. For more information, see the announcement in the May '20 release notes and in the May '20 Release Summary & Matrix.
For each field in the report preview panel, field configuration options are available in a drop-down. From here, you can add the field to the Field Filters, Sort, and Summary tabs. You can also delete a field and configure aggregate functions.
The following options are available, depending on the field types:
This option is available for all field types. Click this option to add the field to the Field Filters panel. This allows you to quickly apply a filter to the field.
This option is available for numeric fields only. This displays the sum of all values for the field. When selected, the column name changes to <Sum [Field Name]>. To remove the sum function, selectfrom the drop-down.
This option is available for numeric fields only. This displays the average of all values for the field.
This option is available for numeric fields only. This displays the minimum value for the field.
This option is available for numeric fields only. This displays the maximum value for the field.
This option allows you to get a total count of the values within a field. When you select theoption, the word "Count" is added to the title of the column.
For example, you are creating a Transaction Custom Report and would like to know the total number of credit and debit transactions in your portal. You add the Transaction User field and the Transaction Type field to the report. You apply the option to the Transaction User field, and then you click . The report preview shows an aggregate of the number of transactions within each transaction type. You click the option in the field filters drop-down for the Transaction Type field. This adds the Transaction Type field to the Field Filters tab. You configure the filter on the Field Filters tab so that the Transaction Type field is equal to "Credit" and "Debit." You refresh the report so that only credit and debit transactions appear in the count. This gives you to the total number of credit and debit transactions in your portal.
This option allows you to get a total count of the unique values within a field. When you select theoption, the words "Count Unique" are added to the title of the column.
For example, you are creating a Training Custom Report and would like to know the total number of training items that are in each training type. This will help you see which training types have the most training items and which training types have the least training items. To do this, you add the Training Type field and the Training Title field to the report. For the Training Title field, you apply the option from the field options drop-down. You click . The report preview shows a list of each training type along with the number of training items within each training type.
Click the Note: This option is disabled when the maximum number of sorted fields has been reached on the Sort tab.link to add the field to the Sort tab. This opens the Sort tab and allows you to configure the sort options for the field. The report results can only be sorted by a maximum number of columns. Once the maximum number is reached, additional columns cannot be added to the sort order. The columns still appear in the results but appear in the order in which they display in the report preview panel after the sorted columns.
Click thelink to add the field to the last row of the Summary tab. This automatically opens the Summary tab and allows you to configure the summarizing options for the field. Only a maximum number of fields can be summarized. Once the maximum number is reached, additional fields cannot be summarized.
Note: If there are no fields on the Summary tab when the field is added from the report preview panel, then the field displays as the first field on the Summary tab.
Note: The option is disabled when the maximum number of summarized fields has been reached on the Summary tab.
This option is available for all field types. Click the Trash Can icon to remove the field from the report. Note: Fields cannot be removed from the Field Filters panel if the field also appears as a filter.
Note: For numeric fields that are already aggregated, the associated and other aggregate option is disabled. For example, if viewing the Sum Training Hours field, the Sum option is disabled in the drop-down, and the Average, Minimum, and Maximum options are also disabled. To change the aggregate function configured for a field, you must click the Remove <Function Name> option from the drop-down before you can select a different aggregate function for the field.
Duplicate an Aggregated Field
Fields that are configured with aggregate functions (sum, average, minimum, max) can be duplicated in the report preview. This allows you to configure two or more aggregate functions for the same field. Note: Fields can only be duplicated up to the maximum number of aggregate options available for the field.
There are two ways to duplicate an aggregated field:
- Drag the aggregated field to a Type or drag a field here box. This duplicates the field and also automatically applies the next available aggregate option to the field.
- Type the field name directly into a Type or drag a field here box. This searches for the field and allows you to add the field from the search results. Once the field is added, the next available aggregate option is automatically added to the field.
When there are no additional aggregates left to add, the field can no longer be duplicated. An error message displays indicating that the field cannot be added and that you must remove all of the aggregates in order to add the field.